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COMPEQ — Investor Presentation 2022
Jul 12, 2022
52002_rns_2022-07-12_6864ade3-5d41-440c-9f71-7ae32f354888.pdf
Investor Presentation
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One‐Stop PCB Service Provider
Copyright © 2022 Compeq Co., Ltd. All Right Reserved
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免責聲明
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除歷史事件之陳述外，本文件均為前瞻性敘述。該前瞻性敘述包括已知及未知風 險、不確定性及其他可能導致華通電腦股份有限公司之實際表現、財務狀況或營 運結果與該前瞻性敘述所包含者產生重大差別之因素。
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本免責聲明中之財務預測及前瞻性敘述為目前華通電腦股份有限公司截至本文件 之日之信念所編製。華通電腦股份有限公司不負責更新這些預測及前瞻性敘述以 反映此日期後所發生之事件或情況。
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歷史事件的陳述可能包括未經會計師審閱之資訊，其可能有某些不足或缺陷而無 法忠實呈現目前華通電腦股份有限公司之財務狀況或營運結果。
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Copyright © 2022 Compeq Co., Ltd. All Right Reserved
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華通專注於提供一站式服務，滿足客戶各項產品需求
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高密度電路板
智慧手機 平板 高階筆電 穿戴裝置 消費性電子產品
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COMPEQ One‐Stop PCB Service Provider
軟性電路板 電池管理模組 顯示器模組 攝像模組 穿戴裝置 周邊電子配件
高層次電路板 衛星通訊 4/5G通訊設備 雲端運算 高階網路設備
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表面黏著技術 電池管理模組 汽車電子 醫療電子 周邊電子配件
軟硬結合電路板 電池管理模組 顯示器模組 攝像模組 穿戴裝置
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P1
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華通為全球技術領先的 PCB 供應商
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P2
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華通全球廠區及據點分布
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----- Start of picture text ----- Module 2Module 1重慶II廠Y2021824人92K M [2]----- End of picture text -----
| 重慶I廠 | 蘇州 | 惠州 SMT | 惠州軟板 | 惠州 | 大園 | 蘆竹 |
| Y2014 | Y2004 | Y2012 | Y2004 | Y1996 | Y1998 | Y1973 |
| 2,500 人 | 477 人 | 2,872 人 | 3,955 人 | 3,210 人 | 1,319 人 | 3,729 人 |
| 56K M2 | 42K M2 | 27K M2 | 150K M2 | 151K M2 | 42K M2 | 90K M2 |
| P3Copyright © 2022 Compeq Co., Ltd. All Right Reserved |
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華通競爭優勢
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----- Start of picture text ----- 品質技術----- End of picture text -----
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----- Start of picture text ----- CSR服務長久關係----- End of picture text -----
在優異的品質管制系統下，提供高品質，高一致性，高信賴度、低 缺點率的產品。
領先導入類載板制程，提供 25/25µm 細線路任意層薄板 到 40 層 200mil 高信賴度厚板，以及軟板和軟硬結合板。
符合法令規範，注重勞工權益，重視環境保護。
提供硬板、軟板、軟硬結合板，和打件的一站式電路板服務，並且 和客戶共同開發新產品，參與早期設計開發階段，提供到製造、打 件、出貨的完整服務。
穩定經營與成長，擅於研發新技術，掌握客戶需求，提前做好準 備，成為客戶共同發展的合作夥伴。
P4
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Operation Revenue – By Application
Units: MNTD
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----- Start of picture text ----- 63,05360,51753,964 56,175 YOY +4.2% 22%22%50,828 YOY +7.7%22% 3%45,515 24% YOY -5.8% YOY +10.5% 3% 2%22% 1% 5%YOY +18.6% 5% 12%24% 5% 10%3%5% 12% 33,8828%9%20%3% 24% 28%27% 25% 24% 6%2%26% 11%28%39% 42% 36% 36% 33%38%33%Y2016 Y2017 Y2018 Y2019 Y2020 Y2021 1H'22Mobile Phone PC related Consumer Networking & Telecom System Aerospace SMT----- End of picture text -----
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P5
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PCB 市場主要供應商 / 華通排名
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Source: Prismark, 2022
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P6
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HDI PCB 市場主要供應商 / 華通排名
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Source: Prismark, 2022
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P7
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PCB 產業趨勢
。 Prismark預估2022年電子產品市場和半導體整體增長放緩， PCB產值較2021年成長4.2% 5G、汽車電子、穿戴裝置依舊是成長動力的主要來源，Prismark目前預估PCB產值 2021‐2026 年複合成長率4.6%，達到1,016億美元。
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----- Start of picture text ----- Units: $Bn 101.617.284.380.914.314.1 YOY +4.2% 21.465.216.512.5 14.415.010.2 11.8 12.110.037.231.1 31.824.87.8 9.6 9.7 10.82020 2021 2022(e) 2026(f)Commodity Multilayer HDI Package Substrate FlexSource: Prismark, 2022----- End of picture text -----
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Thank You For Your Attention
Copyright © 2022 Compeq Co., Ltd. All Right Reserved